Funding review decision

Step by step

1. Review intake Funding Reviewer

   Funding Reviewer opens a submitted case from Funding Review Queue and reads the donor, project, requested amount and restriction.

   • Places the submitted request and its context before the reviewer.
   • Updates Funding cases, Donors, Projects

2. Context check Funding Reviewer

   Funding Reviewer considers the project plan and donor relationship, then decides whether the request should be approved, rejected or returned.

   • Tests the requested amount and restriction against the case context.
   • Updates Funding cases, Projects, Donors

3. Funding review Funding Reviewer

   Funding Reviewer makes the decision through Funding Case Review Decision and gives a reason.

   • Records a person's approve, reject or return decision.
   • Updates Funding cases, Review decisions
   ApprovalA person approves before the work moves on.

4. Decision recording Funding Reviewer

   The workflow records review decisions, updates funding cases and writes operation receipts. The reviewer checks the outcome and Finance Lead follows any processing exception.

   • Keeps decision, case state and operation result linked.
   • Updates Review decisions, Funding cases, Operation receipts

5. Next action Funding Officer

   Funding Officer follows the case status and reason before recording fund events or preparing a revised request.

   • Directs follow-up using the actual outcome and reason.
   • Updates Funding cases, Review decisions

Funding Reviewer

Makes the decision.

Funding Officer

Prepares and follows the case.

Finance Lead

Investigates operation receipts.

Program Lead

Uses the reviewed result in project planning.